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54 Wilton Road 1St Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-08-25 |
| NC | RA | APPROVED | 2025-01-17 |
Branch Locations
54 Wilton Road 1St Floor, Westport, CT 06880 • United States
9920 Couloak Drive Suite 110, Charlotte, NC 28216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Distribution, Inc. | New York | NY | 12/2014 | 06/2018 |
| Griffin Capital Securities, Llc | Irvine | CA | 06/2018 | 12/2018 |
| Alps Distributors, Inc | Denver | CO | 12/2020 | 01/2021 |
| Byrnes Consulting, Llc | Kingston | MA | 01/2020 | 05/2021 |
| Unemployed | Forest Hills | NY | 01/2019 | 12/2019 |
| Mf Mahoney Consulting, Llc | Sunset Beach | NC | 12/2020 | 05/2021 |
| Peachtree Pc Investors, Llc | Atlanta | GA | 05/2021 | 08/2021 |
| Coastal Bridge Advisors | Westport | CT | 01/2025 | Present |
| Trinity Point Wealth, Llc | Milford | CT | 08/2021 | 01/2025 |
1. Investment & Wealth Institute; Non-investment related; 5916 DTC Parkway, Greenwood, CO 80111; Trade Organization; Committee member; Start date 2013; 2 hrs/per month. 2. MFMahoney Consulting, LLC - non-investment related, zero hours per month 3. Sea Trail Master Association; HOA Finance Committee Member; 295-1 Rice Mill Circle, Sunset Beach, NC; non-investment related, not hours during trading hours. 4. AMERICAN LEGION POST 503; TREASURER; 10277 BEACH DR. SW CAROLINA SHORES, NC 28467; NON-INVESTMENT RELATED; SINCE JULY 2022; 2 HRS/MONTH; 0 HOURS DURING TRADING HOURS; OVERSEE FINANCIAL MANAGEMENT OF SONS OF THE AMERICAN LEGION FINANCES 5. BRUNSWICK COUNTY CHAMBER OF COMMERCE; EXECUTIVE BOARD - TREASURER; 112 PINE ST. SHALLOTTE, NC; SINCE JAN 2025; NON-INVESTMENT RELATED; 2-3 HRS/MONTH; 0 HOURS DURING TRADING HOURS; OVERSEE FINANCIAL DEALINGS OF CHAMBER, SUPPPORT EXEC. DIRECTOR WITH ANNUAL BUDGET PREP
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-24 |
| S66 | Uniform Combined State Law Examination | 2008-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-17 |
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